Warren Wins by a Narrow Margin Over Fed Chair! Is the Trump路线 coming? The rate cut party is thoroughly excited


A message that Warren has successfully become Fed Chair instantly ignited the market.
Because in many people's eyes, his biggest label is only one:
"More inclined to cut rates."
Wall Street has now started to wildly speculate: Trump + Warren, will they开启“低利率狂欢模式”?
After all, Trump has never liked high interest rates. Because the higher the interest rate, the greater the pressure on US bonds, and the easier it is for economic growth to slow down.
The market even joked: "Trump's biggest dislike isn't inflation, but a stock market decline."
But here comes the question.
Can the Fed Chair really listen entirely to the President?
Not necessarily.
Historically, the Fed's core task has always been controlling inflation. If inflation rears its head again, even if the President urges rate cuts every day, the Chair may not dare to act lightly.
And now, the most awkward thing is that the US economy is not showing obvious signs of recession.
Strong employment, strong consumption, and US stocks hitting new highs. In this context, rashly cutting rates could easily cause inflation to explode again.
So even if Warren leans dovish, he may not dare to step on the accelerator all the way.
But the market is already excited in advance.
Because as long as "the future may be more easing," the valuation of risk assets will rise first.
The crypto circle is especially sensitive; many funds have already started to pre-position for rate cut trades.
Simply put, what the market is speculating on now is not reality, but expectations.
And the craziest time in financial markets is often when everyone starts trading "future fantasies."#沃什确认出任美联储主席
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